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CIK: 0002058455
Total reported value
$294.1M
$294.1M
141 檔
19.7%
At the close of Q1 2026, Wealthedge Investment Advisors, LLC disclosed equity holdings valued at approximately $294.1M, spread across 141 reported holdings.
Wealthedge Investment Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 30 new positions while fully exiting 21 holdings and trimming 52 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.79% | +0.67% | +14.36% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.67% | -0.22% | +65.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.22% | +0.01% | +53.63% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.33% | -0.18% | +1200.26% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.26% | +0.19% | +20.28% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | +0.34% | -0.20% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.01% | -2.65% | -4.04% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | +0.02% | -0.90% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.53% | +0.52% | +9.11% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.31% | -0.18% | -5.07% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.20% | -0.43% | +60.28% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | -0.71% | +85.33% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.10% | +0.53% | +96.52% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.10% | -0.28% | -34.41% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.94% | +1.18% | +8.64% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.77% | -0.29% | -32.18% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.67% | -0.04% | +136.34% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.55% | -0.09% | +41.95% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.50% | -0.11% | +38.68% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.50% | -0.31% | -4.03% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.46% | -0.25% | -18.03% | |
| 22 | PRU | Prudential Financial Inc | Stock-Financials | 1.40% | -1.29% | — | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.39% | -0.39% | -9.21% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.35% | -0.08% | +21.07% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.29% | -0.14% | -21.89% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.24% | -0.16% | +40.68% | |
| 27 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.13% | -0.49% | -76.56% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 1.09% | +0.45% | -0.66% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.02% | -0.16% | -47.70% | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.87% | -0.03% | -5.46% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.86% | +0.20% | +12.66% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.09% | -0.72% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.86% | -0.78% | +22.44% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.84% | +1.14% | -0.52% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.09% | -10.52% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.83% | -0.56% | — | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.80% | -0.04% | +17.36% | |
| 38 | PGR | Progressive CORP | Stock-Financials | 0.77% | +0.37% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.16% | +110.74% | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.74% | -0.28% | — | |
| 41 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 0.66% | -0.13% | -7.10% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | +0.05% | — | |
| 43 | BR | Broadridge Financial Solutio | Stock-Tech | 0.65% | -0.02% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | -0.01% | -0.79% | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.57% | -0.47% | -75.03% | |
| 46 | SJCP | Sanjac Alp Cr Plus Bd | ETF-Other | 0.54% | -0.06% | -10.90% | |
| 47 | SJLD | Sanjac Alph Low Dur ETF | ETF-Other | 0.54% | -0.07% | -11.25% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.11% | -2.59% | |
| 49 | BFS | Saul Centers Inc | Stock-Other | 0.50% | -0.41% | -18.90% | |
| 50 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.49% | -0.03% | +2.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +3.1% | +1200.26% | Add |
| 2 | AAPL | Apple Inc | +1.3% | +53.63% | Add |
| 3 | MSFT | Microsoft CORP | +1% | +65.14% | Add |
| 4 | VCIT | Vanguard Int-term Corporate | +1% | +136.34% | Add |
| 5 | AMZN | Amazon.com Inc | +0.9% | +85.33% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.9% | +96.52% | Add |
| 7 | XLV | Ss Health Care Select Sector | +0.7% | +60.28% | Add |
| 8 | VTIP | Vanguard Short-term Tips | +0.5% | +41.95% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +14.36% | Add |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | +0.4% | +38.68% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +110.74% | Add |
| 12 | JPST | Jpmorgan Ultra-short Income | +0.4% | +40.68% | Add |
| 13 | CHCT | Community Healthcare Trust I | +0.3% | +312.13% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +20.28% | Add |
| 15 | MCD | Mcdonald's CORP | +0.3% | +177.36% | Add |
| 16 | HD | Home Depot Inc | +0.3% | +145.82% | Add |
| 17 | MU | Micron Technology Inc | +0.3% | +157.15% | Add |
| 18 | VTV | Vanguard Value ETF | +0.3% | +9.11% | Add |
| 19 | AON | Aon plc | +0.3% | +129.84% | Add |
| 20 | OCSL | Oaktree Specialty Lending Co | +0.2% | +493.74% | Add |
| 21 | CNI | Canadian Natl Railway Co | +0.2% | +186.82% | Add |
| 22 | VRT | Vertiv Holdings Co-a | +0.1% | +1.46% | Add |
| 23 | PWR | Quanta Services Inc | +0.1% | +11.67% | Add |
| 24 | TIP | Ishares Tips Bond ETF | +0.1% | +17.36% | Add |
| 25 | XLF | Ss Financial Select Sector | +0.1% | +21.07% | Add |
| 26 | NYF | Ishares New York Muni Bond E | +0.1% | +91.55% | Add |
| 27 | MA | Mastercard Inc - A | +0.1% | +68.14% | Add |
| 28 | AMAT | Applied Materials Inc | 0% | +16.38% | Add |
| 29 | WMT | Walmart Inc | 0% | +8.23% | Add |
| 30 | XLK | Ss Technology Select Sector | 0% | +12.66% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +19.64% | Add |
| 32 | VZ | Verizon Communications Inc | 0% | +0.73% | Add |
| 33 | XLE | Ss Energy Select Sector | 0% | +0.63% | Add |
| 34 | TJX | Tjx Companies Inc | 0% | +20.51% | Add |
| 35 | NFLX | Netflix Inc | 0% | +25.55% | Add |
| 36 | CAT | Caterpillar Inc | 0% | +0.51% | Add |
| 37 | FSCO | Fs Credit Opportunities CORP | 0% | +64.30% | Add |
| 38 | MRK | Merck & Co. Inc. | 0% | +0.42% | Add |
| 39 | COST | Costco Wholesale CORP | 0% | +4.78% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | 0% | +12.42% | Add |
| 41 | VEA | Vanguard Ftse Developed ETF | 0% | -0.79% | Trim |
| 42 | ED | Consolidated Edison Inc | 0% | — | Unchanged |
| 43 | ONL | Orion Properties Inc. | 0% | -10.04% | Trim |
| 44 | SBUX | Starbucks CORP | 0% | +0.11% | Add |
| 45 | PM | Philip Morris International | — | +0.21% | Add |
| 46 | AOA | Ishares Core 80/20 Aggressiv | — | +2.14% | Add |
| 47 | VT | Vanguard Tot World Stk ETF | — | +5.63% | Add |
| 48 | UNH | Unitedhealth Group Inc | — | +22.44% | Add |
| 49 | JPUS | Jpmorgan Div Ret US Eq ETF | — | -3.11% | Trim |
| 50 | EMR | Emerson Electric Co | — | +0.05% | Add |
According to official SEC Form 13F filings, Wealthedge Investment Advisors, LLC reported a total U.S. public equity portfolio value of $294.1M across 141 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MSFT, AAPL) accounted for 19.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
PRU
市值: $3.8M
Top Position Liquidated / Trimmed
MSCI
前期市值: $1.9M
During Q1 2026, Wealthedge Investment Advisors, LLC's top holdings by market value included SPY (5.8%)、MSFT (4.7%)、AAPL (4.2%). The largest single position, SPY, represented 5.8% of total portfolio value.
In Q1 2026, Wealthedge Investment Advisors, LLC made 156 total portfolio adjustments, initiating 30 new buys, adding to 53 positions, trimming 52 holdings, and fully liquidating 21 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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